Tax Planning Letter     (updated January 2012)
   A letter updated 3 times a year, informing you of important tax updates. Please check
   back periodically for recent updates.



Monthly Newsletters
     February 2012
     - Note these tax deadlines
     - Use adjusted tax numbers for your 2012 tax planning
     - Resolve to put your tax and financial house in order this year

     January 2012
     - It's tax time again
     - Last-minute 2011 deal reached on payroll tax cut
     - IRS expands innocent spouse relief
     - Watch out for scams when selling your business

     December 2011
     - New law signed by President Obama on November 21, 2011
     - New worker classification program offered by the IRS
     - Tax tips for year-end charitable giving
     - Face the alternative minimum tax (AMT) head-on

     November 2011
     - Make time for a year-end review
     - Are you prepared for these common business problems?
     - Scams against the elderly: Know the danger signs

     October 2011
     - Tax filing reminders
     - Consider four tax-smart ways to save for college
     - Charitable contributions: More than just cash might be deductible
     - Contact us soon for a year-end tax review

     September 2011
     - Tax filing reminders
     - Make the right pricing decision
     - Are unemployment benefits taxable?
     - Animal lovers win court case

     August 2011
     - Take time to check your withholding for 2011
     - IRS increases mileage rates
     - What to do with your 401(k) savings when you change jobs
     - Are you keeping an eye on your company's cash?

     July 2011
     - Tax filing reminder
     - Look into the benefits of a solo 401(k)
     - Summertime tax tips
     - A critical business question: Should you incorporate or not?

     June 2011
     - Reminder: Second estimated tax payment due June 15
     - Tax breaks can help when disaster strikes
     - Tax tips for your vacation home
     - "Tax Freedom Day" came later in 2011
     - IRS raises threshold for imposing tax liens
     - Put midyear tax planning on your summer schedule

    May 2011
     - New law repeals expanded 1099 reporting rules
     - Estate taxes might not affect you, but you still need a plan
     - Consider the time value of money in making business decisions

    April 2011
     - April 18 is a major tax day
     - Business tax planning
     - Investment planning
     - IRA planning
     - Estate and gift tax planning

     March 2011
     - Major tax deadlines for March
     - IRS changes the April 15 filing deadline
     - More options for tax refunds this year
     - Filing threshold raised for nonprofit organizations
     - Is it time to talk finances with your parents?